On September 30, CATL (300750.SZ) announced that the company has released a draft for the second phase of its employee stock ownership plan for A-shares in 2026. The plan involves acquiring shares from the company's repurchase account, with a scale not exceeding 8.0816 million shares, accounting for 0.175% of the total share capital. The initial recipients will be 5,960 middle management and key personnel, with a transfer price of 158.42 yuan per share, amounting to a total funding not exceeding 1.28 billion yuan. The duration of the stock ownership plan is 60 months, with unlocking occurring in three phases at ratios of 30%, 30%, and 40%.

On September 30, Decrypt reported (citing Politico) that the Commodity Futures Trading Commission (CFTC) is investigating former Congressman Adam Kinzinger for betting on whether he would receive a presidential pardon through his Kalshi account. The trades took place between December 2024 and January 2025, where he placed bets on two contracts: 'whether he would be pardoned' and 'whether Biden would issue a preemptive pardon,' the latter of which came true. Kinzinger claimed to have only made $823, with about 25 trades resulting in losses, and denied any wrongdoing, stating that he has been out of office for two years, had no insider information, and had read the platform's rules in advance. Kalshi prohibits users from betting on contracts they are directly involved in, and the CFTC prohibits the use of significant non-public information; both the CFTC and Kalshi declined to comment.

On September 30, according to on-chain tracking account Onchain Lens, a whale address withdrew 2.64K ZEC (approximately $3.72 million) from Binance two hours ago. Data shows that over the past month, this wallet has withdrawn a total of 14.19K ZEC from Binance and Gate, amounting to about $20 million at current prices.

On September 30, CoinDesk reported that six companies, including OpenAI, Google, Meta, Anthropic, NVIDIA, and xAI, have signed a voluntary agreement with the White House to introduce external auditing agencies to assess their AI safety controls. The agreement has no punitive measures and does not set a deadline for implementation; the auditing agencies will be chosen by the companies themselves. Former President Trump described it as having 'moral binding force' and stated that a 10-member board will be established to oversee AI safety. The document requires companies to monitor the risks of their most powerful models during training and usage, including whether they could potentially facilitate cyberattacks or biological threats, and to prevent models from illegally infiltrating computer systems. Reports indicate that there have already been multiple cases of experimental AI agents breaching unauthorized systems prior to the agreement's introduction.

On September 30, according to a CoinDesk opinion article, the U.S. SEC proposed its first major overhaul of transfer agent rules since the late 1970s on September 1. Chairman Paul Atkins stated that the rules should reflect current operational practices, including the use of blockchain in securities issuance and share transfers. The article, authored by Joris Delanoue, argues that this is not a blanket endorsement of tokenization but rather an acknowledgment of blockchain's record-keeping capabilities. It warns that if ownership data is scattered across token wrappers, SPVs, broker-dealer ledgers, and off-chain databases, it could lead to a repeat of the 'paper crisis' of the late 1960s. The author asserts that 'tokens are not equity, but equity can be tokens,' and suggests that the SEC differentiate between native on-chain registration and wrappers, use cryptographic credentials or digital IDs to identify holders, and recognize programmable compliance.

On September 30, CoinDesk reported that a wallet associated with the $387.5 million theft from Bitget transferred approximately $3.9 million in ZEC to the Zcash privacy payment system, making the funds harder to trace. Records show that between UTC 08:15 and 08:46, three transactions totaling 2,746 ZEC entered Zcash's latest shielded pool, Ironwood, accounting for about 15% of the stolen ZEC. On-chain investigator ZachXBT first flagged this movement: the funds were transferred through two addresses funded by the attacker's wallet, which received nearly 18,917 ZEC during the September 24 breach. Transfers within the pool conceal the sender, receiver, and amount; previously, about $6.3 million had been converted from ETH to BTC via THORChain.

On September 30, the U.S. 30-year fixed mortgage rate surged to 7.3%, the highest level since November 2023.

On September 30, Kimi made another significant move in the overseas market as the American AI infrastructure company Baseten announced that enterprise users can utilize Kimi K3 within OpenAI's programming tool Codex. The associated usage fees will be directly charged against the enterprise's existing OpenAI procurement commitment, eliminating the need for a new vendor procurement process. This signifies Kimi K3's entry into the mainstream payment settlement channel for OpenAI's corporate clients and marks the first time a Chinese open-source model has entered this corporate procurement system.

On September 30, according to Bitcoin.com citing CNBC, SEC Chair Paul Atkins stated on September 29 that even if the CLARITY bill fails in Congress, the SEC will "proceed to provide clear guidance on on-chain fundraising." The bill was voted down in the Senate on September 15, failing to meet the 60-vote threshold with a 49-50 vote. Atkins emphasized that "regardless of legislation, the SEC will act decisively within its statutory authority," but did not specify the form of guidance (exemption, registration pathway, or advisory). Commissioner Hester Peirce, known as the "crypto mom," will leave on October 2, leaving only Chair Atkins and Commissioner Mark Uyeda at the SEC, with a Democratic seat vacant. This year, the SEC remains the sole hope for practitioners regarding regulatory clarity.

On September 30, the People's Bank of China announced that to maintain ample liquidity in the banking system, it will conduct a fixed-quantity, interest-rate bidding, multi-price reverse repurchase operation of 1.2 trillion yuan on October 8, 2026. The operation will have a term of 3 months (89 days), with an expiration date of January 5, 2027 (postponed in case of holidays). (People's Bank of China)